13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001455258
申報總市值
US$33.1億
US$33.1億
352 檔
20.3%
Calamos Wealth Management LLC 在 Q2 2025 季度的美股部位總計估值為 US$33.1億，分散於 352 個持倉標的之中，反映其市場參與廣度與投資規模。
Calamos Wealth Management LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 43 檔股票的新建倉與 107 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IVV, AAPL, NVDA）累計市值佔比達 20.3%，是驅動 Calamos Wealth Management LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 352 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.73% | -0.06% | -4.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.04% | -0.07% | +5.00% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.47% | -0.08% | +8.06% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -0.48% | +2.79% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 5.05% | +0.38% | +0.67% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 4.59% | -0.17% | +2.47% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | -0.26% | +8.59% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.72% | -0.44% | +1.30% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.64% | +0.14% | -6.29% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.45% | +0.07% | +2.40% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.35% | -0.23% | +16.50% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.31% | -0.04% | +3.55% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.94% | -0.25% | +96.07% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.68% | -0.18% | +7.01% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.03% | +1.98% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.27% | +0.14% | +25.25% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.14% | -0.46% | -0.42% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.08% | -0.19% | +2.63% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | -0.05% | +1.36% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.98% | — | +1.65% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.06% | +210.79% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.04% | +6.12% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 0.88% | -0.11% | +1.62% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.11% | +3.21% | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 0.77% | — | +36.86% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.75% | -0.02% | +2.97% | |
| 27 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.74% | +0.23% | +215.61% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 0.72% | -0.04% | +33.43% | |
| 29 | LIN | Linde plc | 股票-原物料 | 0.72% | -0.06% | +3.78% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | -0.04% | +3.13% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.69% | -0.04% | +0.34% | |
| 32 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.68% | +0.02% | +1.16% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.67% | -0.04% | +3.48% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.64% | -0.06% | +2.21% | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.64% | — | +1.85% | |
| 36 | DE | Deere & Co | 股票-工業 | 0.63% | -0.02% | +1.50% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.62% | -0.02% | +2.67% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.61% | +0.13% | +16.14% | |
| 39 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.60% | -0.02% | -0.60% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.11% | +1.56% | |
| 41 | WM | Waste Management Inc | 股票-工業 | 0.59% | -0.10% | +1.38% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | -0.28% | +2.68% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.58% | -0.10% | +3.78% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.06% | +0.43% | |
| 45 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.58% | -0.01% | EXIT | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.56% | — | — | |
| 47 | SNOW | Snowflake Inc | 股票-科技 | 0.55% | +0.10% | +2.67% | |
| 48 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.53% | -0.01% | +2.16% | |
| 49 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.53% | — | +2.64% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.53% | -0.09% | -1.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +8.06% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1% | +96.07% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.9% | +16.50% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +2.79% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +210.79% | 加碼 |
| 6 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | NEW | 新建倉 |
| 7 | DDOG | Datadog Inc - Class A | +0.5% | +215.61% | 加碼 |
| 8 | ADBE | Adobe Inc | +0.4% | NEW | 新建倉 |
| 9 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | 新建倉 |
| 10 | NU | Nu Holdings Ltd. | +0.3% | NEW | 新建倉 |
| 11 | ORCL | Oracle CORP | +0.3% | +6.12% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.2% | +36.86% | 加碼 |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.2% | -0.42% | 減碼 |
| 15 | BA | Boeing Co/the | +0.2% | +33.43% | 加碼 |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +1586.92% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +8.59% | 加碼 |
| 18 | SNOW | Snowflake Inc | +0.1% | +2.67% | 加碼 |
| 19 | NOW | Servicenow Inc | +0.1% | +16.14% | 加碼 |
| 20 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 21 | AGI | Alamos Gold Inc-class A | +0.1% | NEW | 新建倉 |
| 22 | KB | Kb Financial Group Inc-adr | +0.1% | NEW | 新建倉 |
| 23 | DASH | Doordash Inc - A | +0.1% | +1.16% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.39% | 加碼 |
| 25 | SAN | Banco Santander Sa-spon Adr | +0.1% | NEW | 新建倉 |
| 26 | WCN | Waste Connections Inc | +0.1% | NEW | 新建倉 |
| 27 | BCS | Barclays Plc-spons Adr | +0.1% | NEW | 新建倉 |
| 28 | FICO | Fair Isaac CORP | +0.1% | NEW | 新建倉 |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | +45.53% | 加碼 |
| 30 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.67% | 加碼 |
| 31 | UBER | Uber Technologies Inc | +0.1% | +2.21% | 加碼 |
| 32 | INTU | Intuit Inc | +0.1% | +136.61% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | +0.1% | +120.16% | 加碼 |
| 34 | TM | Toyota Motor CORP -spon Adr | +0.1% | NEW | 新建倉 |
| 35 | NET | Cloudflare Inc - Class A | +0.1% | +323.36% | 加碼 |
| 36 | SPOT | Spotify Technology S.A. | +0.1% | +42.15% | 加碼 |
| 37 | CPSP | Calamos S&p 500 Str Alt Apr | +0.1% | NEW | 新建倉 |
| 38 | TSLA | Tesla Inc | +0.1% | +8.84% | 加碼 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +200.00% | 加碼 |
| 40 | MELI | Mercadolibre Inc | 0% | +11.89% | 加碼 |
| 41 | MOS | Mosaic Co/the | 0% | NEW | 新建倉 |
| 42 | GEV | GE Vernova Inc | 0% | +4.87% | 加碼 |
| 43 | EQIX | Equinix Inc | 0% | NEW | 新建倉 |
| 44 | ENVA | Enova International Inc | 0% | NEW | 新建倉 |
| 45 | AXP | American Express Co | 0% | +2.97% | 加碼 |
| 46 | EMR | Emerson Electric Co | 0% | +2.67% | 加碼 |
| 47 | IWF | Ishares Russell 1000 Growth | 0% | +14.23% | 加碼 |
| 48 | TRV | Travelers Cos Inc/the | 0% | +214.29% | 加碼 |
| 49 | CPRA | Clms Rsl 2000 S A P ETF -apr | 0% | NEW | 新建倉 |
| 50 | MKSI 1.25 06-01-30債券 | Mks Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Calamos Wealth Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$33.1億，共申報了 352 個公開持股部位。
在 Q2 2025 季度，Calamos Wealth Management LLC 按市值排列的前三大核心持股分別為：IVV (6.7%)、AAPL (6.0%)、NVDA (5.5%)。其中最大持股部位 IVV 佔據整體投資組合約 6.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
RCL
市值: US$1331.3萬
本季最大獲利了結 / 清倉標的
NXPI
前期市值: US$804.2萬
在 Q2 2025 季度中，Calamos Wealth Management LLC 共進行了 198 項持倉異動，包含新建倉 43 個部位、加碼 107 個部位、減碼 32 個部位以及清倉 16 個部位。 其中最大新建倉標的為 RCL。 本季清倉部位包含 NXPI。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。